Gifts of Stock or Securities

Gifts of marketable stocks or securities shares that have appreciated can have an immediate impact on a college or program at WSU while creating a favorable income tax deduction for you based on the assets’ current value. Please contact the WSU Foundation at 509-335-1686 if you have any questions about making a gift of stock or securities to support Washington State University.

Making a gift of stock or securities

The following information applies to outright gifts only. Gifts of stock for the establishment of a deferred gift are subject to approval by the Gift Acceptance/Trust and Real Estate Management Committee.

Stock gifts are recognized at the realized value of the stock on the date of the transfer.

Shares in “Street Name”

If you hold stock in a “street name” with an existing brokerage firm and do not have a preference for a particular broker, the shares should be transferred to a brokerage firm where the WSU Foundation maintains an account.

Preferred Broker

The WSU Foundation’s preferred broker is Raymond James Securities. For your convenience, we also maintain accounts with the brokerages listed below.